lisasufanclub
@lisasufanclub
semis stock picker
Joined July 2025
121 Following 1.2K Followers
reminder that Lumentum $LITE has a short interest on par with Super Micro (and GameStop)
unless Lumentum has been lying about its industry leading 200G EML, narrow-linewidth DFB and OCS, then these shorts will be burned
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🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA
>SMCI co-founder Yih-Shyan "Wally" Liaw arrested today
>personally holds $464 MILLION in SMCI stock
>charged with smuggling BILLIONS in Nvidia servers to china
>used a southeast asian shell company to funnel $2.5B in servers to chinese buyers
>$510 million worth shipped in just THREE WEEKS in spring 2025
>built thousands of fake dummy servers to fool U.S compliance auditors
>caught on surveillance camera using a HAIR DRYER to swap serial number stickers
>coordinated the whole thing over encrypted group chats
>SMCI down 12% after hours
>faces up to 30 years in federal prison
ITS SO OVER…
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